TSMC, 9월 수익 전년 동기 대비 31% 증가 보고, 강한 AI 칩 수요 신호

TSMC reported that revenue for September slipped 1.4 per cent month-on-month from August's NT$335.77 billion (US$10.49 billion), though it surged significantly from NT$251.87 billion (USD 7.87 billion) in September 2024. For the January-September 2025 period, the chip giant's total revenue reached NT$2.76 trillion (USD 86.34 billion), marking a 36.4 per cent increase from the same period a year earlier, reflecting sustained momentum in AI chip and data center demand despite global macroeconomic uncertainties.

As a key supplier to major tech firms including Apple and Nvidia, TSMC continues to benefit from the AI-driven boom in semiconductor demand. This has substantially offset lingering weakness in smartphone and consumer electronics segments, positioning the company as a critical beneficiary of current technology trends.

Earlier in September, MediaTek Inc., Taiwan's largest chip designer, adopted TSMC's advanced 2-nanometer process to build its next flagship system on a chip (SoC) for mass production in the second half of this year. The SoC has completed the tape-out stage, in which the final design is sent for manufacturing preparation, and is expected to be available at the end of 2026. International media reported the chip could be the Dimensity 9600, MediaTek's next-generation mobile flagship. MediaTek President Joe Chen stated that "the company's partnership with TSMC has enabled its flagship chips to deliver high efficiency and provide solutions across products ranging from edge applications to cloud services." MediaTek and TSMC have long collaborated on mobile platforms, computing, automotive electronics and data centers.

Kevin Zhang, TSMC's deputy co-COO and senior vice president of business development and global sales, noted that "the 2nm process marks TSMC's entry into nanosheet transistor structures, underscoring its commitment to meeting client demand by upgrading technologies and enhancing computing performance and energy efficiency." MediaTek's adoption reflects TSMC's ambition to support a broad range of applications, with other prominent clients including Apple, Nvidia and AMD also adopting the 2nm node. According to TSMC, the 2nm process will be the world's most advanced in density and energy efficiency, offering full-node improvements in both performance and power consumption.